Jacobus Van Schalkwyk

I am a highly accomplished professional with a background in Industrial Psychology, holding B Com (Honors) and M Com 1 degrees from the University of Pretoria. Commencing my career as an HR Officer at JCI Gold Mining Company, I swiftly progressed to the role of HR Manager at Boart International, gaining valuable insights into human behavior and personality traits.
Recognizing the limitations of a fixed salary in achieving my goals, I embarked on an entrepreneurial journey, establishing a successful business that allowed me to live my passion and deliver exceptional service to clients. During this period, I concurrently served as a Financial Advisor with an Insurance Company, earning a Post Graduate Diploma in Life and Pension Advisory from the University of the Free State.
In the year 2000, I assumed the position of Sales & Service Director at FNB, later becoming the National Head: Sales and Service for the Retail sector. Retiring at the age of 60, I transitioned to the role of HR Practitioner at African Coal Trading (Pty) Ltd.
Driven by a commitment to excellence, I founded The Planning Touch, a company dedicated to providing professional Financial Planning Services for both Financial Advisors and individual clients. Through my affiliation with NEXUS Independent Financial Professionals, I offer a comprehensive range of products from leading providers such as LIBERTY, DISCOVERY, MOMENTUM, SANLAM, OLD MUTUAL, BIVEST, HOLLARD, PPS, ALLAN GRAY, INN 8, NINETYONE, STANLIB, AIMS, SYGNIA, FEDGROUP, and more.
My approach involves crafting unique, realistic plans tailored to each individual’s financial objectives, identifying shortfalls or surpluses against their goals. I firmly believe that proper Financial Need Analysis is crucial for future success and that “failing to plan is planning to fail.” As Simon Sinek stated in his book “Start with Why,” one must acknowledge that “you don’t know what you don’t know.”
Now is the opportune moment to prioritize understanding your fi